Greetings! 

In this week's edition of Telco 2.0 Update we feature:

You can follow Telco 2.0 on Twitter, and apply to join the private Telco 2.0 Group on LinkedIn here. There's also an archive of our previous newsletters here.

 
 

RIM: R.I.P or 'Reports of my death are greatly exaggerated'?

RIM's shares have plummeted in value over the last four months, prompting an eruption of finger-pointing in the media and speculation of its demise or acquisition. In this analysis we examine whether the doom-mongers are right and what RIM's recovery strategy might be. (more)

 
 

'M-Commerce 2.0': How Personal Data will Revolutionize Customer Engagement

'Social, Local and Mobile' Internet services use huge volumes of personal data to engage with consumers in innovative ways. In the meantime, political consensus is moving towards ensuring consumers have control of their digital identities and data. What are the new disruptive opportunities for telcos and others? (more)

 
Mobile Broadband 2.0 Focus: Best Practice Live! On Demand Videos
 

Deutsche Telekom's 6 Value Levers

Rainer Deutschmann, SVP Mobile Products, Deutsche Telekom, describes 6 value creation levers for operators and how these can be used to extend their reach with customers and generate increased revenues. (more)

 
 

Implementing Personalised, Interactive Data Pricing

Pricing mobile data effectively is a key current challenge for many telcos. Ericsson's Stefan Hedelius presents a set of innovative real-world examples showing personalised and dynamic mobile data pricing, including case studies for online gaming and street vending machines. (more)

 
 

Radio + Cloud Innovations = Better Coverage + Costs?

Several operators are trialling Alcatel-Lucent's new small, intelligent cellular radio unit called lightRadio™. Valerie Layan, VP EMEA Wireless Solutions, describes how it uses cloud-like architecture, and says it can achieve significant power, cost and coverage benefits. (more)

 
 

The Key Challenges for Operators

Telco 2.0's analysis of feedback from the recent Telco 2.0 Executive brainstorms in Palo Alto and London shows a 'ground-shift' in key mobile broadband challenges facing operators. (more)

 
 

Public WiFI - Destroying Mobile Value?

Following Telco 2.0's analysis Public Wifi: Destroying LTE/Mobile Value? , senior Telco 2.0 Analyst Keith McMachon discusses alternative Public WiFi strategies, their application, and impact on '4G'/LTE business models. (more)

 
 
 

Apple iCloud/iOS: Killing SMS Softly?

Our analysis of how Apple's iCloud, iOS5, and MacOS developments build value and control for Apple's digital platform, and their consequences on other parts of the digital ecosystem, including the impact of iMessage on text messaging. (more)

 
 

Telco 2.0 'Roadmap' Report: $375Bn Growth or Brutal Retrenchment?

Over the last three years, the Telco 2.0 Initiative has identified new business model growth opportunities for telcos of $375Bn p.a. in mature markets alone. In that time, most of the major operators have started to integrate elements of Telco 2.0 thinking into their strategic plans.
 
In this groundbreaking new 284 page Strategy Report ‘The Roadmap to Telco 2.0 Business Models’, we plot the transformational path that telcos / CSPs need to follow to achieve the 'Telco 2.0' opportunities. It describes:

  • six growth opportunity areas for the Telecoms industry;
  • new categories of operators based on their potential to adopt the new opportunities;
  • the primary strategies needed by each to evolve and thrive in the new industry environment;
  • and highlights leading examples of telco business model innovation.

Please see here for more on the report, or email contact@telco2.net / call +44 (0) 247 5003 to find out more.

 
More Recent Telco 2.0 Analysis
 

Strategy 2.0: What Skype + Microsoft Means for Telcos

In theory, Microsoft and Skype together have the resources, the brands, the customer base and the know-how to shape the future of telecoms and become a strategic counterweight to Apple and Google. Can they do it - and what should telcos' strategies be? (more)

 
 

Cloud 2.0: Telcos to grow Revenues 900% by 2014

Telcos should grow Cloud Services revenues nine-fold and triple their overall market share in the next three years according to delegates at the May 2011 EMEA Executive Brainstorm. But which are the best opportunities and strategies? (more)

 
 

Mobile Broadband Economics: LTE 'Not Enough'

Innovation appears to be flourishing in mobile broadband. At the Telco 2.0 EMEA Executive Brainstorm two weeks ago we saw working applications that enable a.) users to monitor and control their network usage and services and b.) operators to support 'dynamic pricing'. Despite growing enthusiasm for LTE, delegates considered offloading traffic and network sharing strategies as at least as effective in managing costs... (more)

 
 

Telco 2.0 Strategy: New Growth Needs New Metrics

'What gets measured gets done', and Telcos need to use new metrics to uncover and develop new sources of value fast. They also need to make WAC a 'JFDI' initiative. These and other top level Telco 2.0 strategic themes from the May 2011 EMEA Telco 2.0 Executive Brainstorm. (more)

 
 

LTE & Wholesale: Time to Get Aggressive?

We examine four examples of the growing trend of wholesale-oriented LTE operations, their key challenges and opportunities, and recommend that incumbent operators should be more aggressive in wholesale. (more)

 
 

New Business Models: Half Future Telco Growth

Senior industry Brainstormers in Palo Alto agreed that half of the telco growth available in the next 3 years would come from the new business model opportunities identified in the 'Roadmap to new Telco 2.0 Business Models' report. The other half would come from improvements to the current business model. Headline findings in brief. (more)

 
 

Telco 2.0 News Review: US Smartphone growth, Google+ Review Round-up

  • Devices: Most US phone sales are smartphones
  • Strategy & Finance: Dissidents at RIM attack telco culture
  • Social Networks: The Valley loves Google+
  • Nokia: Did IMS kill Nokia software?
  • Spam, Malware, & Abuse: Baby, baby, where did our spam go?

More on these stories and other news here.

Telco2.0 UPDATE
 
 
Created by
STL Partners Ltd
Platinum Partners
Cisco
Ericsson
Gold Partners
In Partnership with
Arete Research
© STL Partners 2011